+84.8%
PATN vs VOO
+39.7%
+45.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | +1.7% | +0.1% | +1.7% | +1.7% |
| 3M | -3.7% | +2.0% | -5.7% | -5.3% |
| 6M | +19.6% | +13.0% | +6.5% | +7.7% |
| YTD | +34.3% | +13.6% | +20.7% | +20.6% |
| 1Y | +52.2% | +20.1% | +32.1% | +31.5% |
| All | +84.8% | +39.7% | +45.1% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling